Filed June 30, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,621 | $91,537-25.0% | $130,045-47.2% | $75,173-8.7% |
| Participation rate | 72.1% | 71.5%+0.7pp | 78.5%-6.4pp | 67.2%+4.9pp |
| Annual return | 18.07% | -631.55%+649.6pp | -137.30%+155.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $2,188 | $2,845-23.1% | $4,321-49.4% | $2,671-18.1% |
| Participant deferral / active EE | $4,691 | $4,343+8.0% | $5,820-19.4% | $4,126+13.7% |
| Admin fee / account holder | $3,054 | $6,780-54.9% | $10,600-71.2% | $5,651-45.9% |